Our ultimate “peace of mind” full-service college enrollment and financial planning solution. This uses our unique “CS3 Method” designed to help your child find the “Right Fit” college that offers an extraordinary experience combined with what your child needs for their academic future and, most importantly, helps you reduce stress, save time and lower cost.
Our team of college experts will help your family with everything you need to find the ideal school that will fit your family academically, socially, and of course, financially.
College and Retirement Financial Planning
Guidance by a Certified Financial Planner practitioner experienced in the art of college funding. We’ll design a comprehensive, tax-efficient financial college funding strategy that helps plan how you can pay for college and what is most important to you, such as retirement, beyond.
Expected Family Contribution
Determine your EFC and plan your budget that you want and can afford to pay to help you understand your potential initial cost and opportunities for aid. We also look at opportunities to lower your EFC to qualify for additional aid and lower cost, when possible.
Our career assessment process is designed to help discover what major your child should pursue based on their abilities and temperament. We’ll help explore trends, job duties, working conditions, how much money they can make, and more. Most importantly, we’ll explore their options and help identify schools to include on your list that excel in the academic field of choice – and who offer the most money!
Right College/Right Fit Positioning
Working with your child and you, we help identify the criteria that establish a good fit campus experience that meets their personality and family goals and who will give the most money. We help cast a wider net, searching ALL 4-year private and public universities they qualify to attend. We then help you to build an ideal list of 6-10 schools that have what your family needs, best suited for their interests and your budget, so that their experience on campus provides opportunities for excellence well into the future.
Our team helps assist you in completing all important financial aid forms and applications accurately to maximize aid. We’ll help ensure consistency between all forms, help you file on time and reduce the errors and inconsistencies that often result in families paying more than they should for college.
Awards and Appeals
Analysis of Award Letters to show you the exact amount you’ll end up paying. Then we help you with appeals when it makes sense to, providing guidance on appropriateness, language, timing and etiquette in order to maximize gift aid you never have to repay. We also provide guidance on student loans, which are offered as a component every college award letter.
Our test prep program designed by Princeton graduates assesses a benchmark and then designs a curriculum to focus on improving the areas that need it the most. It provides training in all three areas of learning – reading, hearing, seeing and has been proven to increase test scores. Higher scores = greater awards!
Essay Writing Assistance (additional cost)
Live and internet-based help to review and assist in designing an essay that will excite admissions personnel, improving chances for admittance and aid.